UA-170695639-1 #175 Adrian Valente - Payment Options Allow Clients to Say "Yes" - The Veterinarian Success Podcast

Episode 175

Published on:

5th Mar 2023

#175 Adrian Valente - Payment Options Allow Clients to Say "Yes"

In this episode, Adrian Valent of Sunbit joins me to discuss ensuring clients can cover care. Adrian is a director at Sunbit and is the training and enablement guru. We dig into Sunbit during this show. Simply put, Sunbut allows someone to pay for something like veterinary care and pay via a simple installment payment over time.

  • What is Sunbit and why veterinarians should care?
  • What is a "deferred interest trap" for consumers?
  • How Sunbit is able to approve 9/10 applicants.
  • How someone with the same credit score can get different offers.
  • What are the got ya's or things to be aware of?
  • How does Sunbit worth with veterinary hospitals?
  • How training is core to the success of Sunbit.
  • The Sunbit and Shepherd Veterinary integration.
  • And so much more!

Sunbit's Website

Adrian's LinkedIn

Our Sponsors

GuardianVets (be sure if you reach out to mention us for 50% off your first month)

APEX Design Build

Panacea Financial

Shepherd Veterinary Software

Point Grey Veterinary Hospital - Associateship Role HERE

Innovative Veterinary Management Solutions (IVMS)

Job Links from the end of the episode

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About the Podcast

The Veterinarian Success Podcast
Welcome to the Veterinarian Success Podcast where you go in-depth with a veterinarian specific financial planner Isaiah Douglass, MBA, CFP® to hear stories, opinions, and leading information about the world of veterinarian medicine from industry professionals. The podcast covers topics relating to the clinical, business, financial, and personal side of to help encourage, promote, and advocate for a healthy and happy standard of care for veterinarians, their families, their staff, and their businesses.

About your host

Profile picture for Isaiah Douglass, MBA, CFP®, CEPA

Isaiah Douglass, MBA, CFP®, CEPA

I am a CERTIFIED FINANCIAL PLANNER™ and a Fee-Only advisor. I left a large national firm to found a solo financial planning firm in 2018 to pursue a planning approach dedicated to identifying ways to grow the net worth of veterinarians and dentists. In the summer of 2020, I merged with another financial advisor and became a partner in Vincere Wealth Management.

To check out Vincere Wealth Management ➡